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Dell Technologies DELL Client Solutions Group (CSG) has been gaining traction, particularly in the commercial PC market, which includes notebooks, desktops, workstations, and peripherals for enterprise customers. The commercial PC segment’s growth is a critical driver for Dell’s overall Client Solutions Group (CSG), which saw a 5% revenue increase to $12.5 billion in the first ...
Key Points When it comes to industry-leading businesses, very few companies can hold a candle to Amazon (NASDAQ: AMZN). While it didn’t invent online retail, its success in e-commerce is the stuff of legend. The company pioneered modern cloud computing when it launched Amazon Web Services (AWS) in 2006, a space it still dominates and ...
Here’s a quick recap of the crypto landscape for Wednesday (April 1) as of 11:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$68,508.40, up by 1.5 percent over the last 24 hours. Chart via TradingView. Bitcoin price performance, ...
Key Points Clarity often arrives after market-beating opportunities become obvious. Artificial intelligence (AI) infrastructure spending hasn’t blinked as the hyperscalers continue to move at full speed. The Nasdaq correction is a rare entry point for investors to pounce on high-quality compounders at a discount. 10 stocks we like better than Micron Technology › In late ...
Key Points Alphabet’s Google Cloud operating income more than doubled year over year in Q4. Management says AI features in Search are increasing usage, not cannibalizing it. Alphabet’s lower valuation compared to Nvidia’s supports the bull case for the stock — especially since the Google parent’s business is more diversified. 10 stocks we like better ...
The announcement of a two-week ceasefire between the U.S. and Iran led to a steep drop in oil prices on Wednesday, but the pullback could very well be temporary. Crude prices dropped below $100 per barrel, although this remains an optimal level that creates superior operating leverage for oil producers. Notably, the truce is contingent ...
Key Points The Nasdaq Composite tumbled this year as investors rotated capital out of big tech. While artificial intelligence stocks are experiencing outsized volatility, some now trade at bargain valuations. Nvidia, Microsoft, and Amazon look appealing given the dichotomy between their dipping valuations and compelling growth trajectories. 10 stocks we like better than Nvidia › ...
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango says the AI bull market resumes today… and what investors should watch next As I write on Wednesday, the markets are surging. The Dow has jumped more than 1,200 points, ...
Key Points Netflix operates the world’s largest streaming service for movies and television shows, with over 325 million paying subscribers. The company had a record year in 2025, and on April 16, it will report its operating results for the first quarter of 2026. Netflix stock is trading at an attractive valuation, which could pave ...
Here’s a quick recap of the crypto landscape for Wednesday (April 7) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$71,769.46, up by 5.7 percent over the last 24 hours. Chart via TradingView Bitcoin price performance, ...
The whipping post
The whipping post
